If I had a custom record with 2 date fields and a ...
# suiteflown
NElliott
10/06/2021, 3:33 PMIf I had a custom record with 2 date fields and a checkbox, is it be possible with a WF to pick up the date values if the checkbox was checked?
Would I need to write a WFA script and set a WF variable for the WF to apply logic
or
could the WF access the record directly given the record type / id?
Been an age since I created a WF or WFA! 😄
k
KevinJ of Kansas
10/06/2021, 5:03 PMYou lost me. Can you ask that differently?
KevinJ of Kansas
10/06/2021, 5:04 PMOh wait. I think I follow - You have date fields on your record, and you want the workflow to pull in the value from those date fields for use in a later step?
r
rustyshackles
10/06/2021, 10:11 PMYou can put them in a workflow field using Set Field Value action
n
NElliott
10/07/2021, 8:41 AMPut them in a WF field by the WF loading the record and ascertaining the values or using a WFA script?
NElliott
10/07/2021, 8:42 AM(I suspect the latter)
k
KevinJ of Kansas
10/07/2021, 4:37 PMis your workflow running on the custom record or a different record?
KevinJ of Kansas
10/07/2021, 4:38 PMif it's on a different record is there a join to the custom record in question?
r
rustyshackles
10/07/2021, 9:11 PMIf it is on the same record as the workflow, you can use the Current Record then the field name on the set field value options.
n
NElliott
10/08/2021, 8:28 AMNo it's on a different record. So the ideas was a custom record the user could set a date and tick a box. I wanted to pick that up in the workflow.
I was going to have the custom record as a single instance so I'd know the record id was consistent and safe to reference.
If the record had the checkbox set, use the date from that record, if not, process the "usual" way.
I've subsequently learnt a Map/reduce runs and what it does to a record triggers the WFlow so I'm going to go at it a different route.
Thank you @KevinJ of Kansas & @rustyshackles for taking time to respond.